Civic Intelligence

Lakeshore Elementary Parent Teacher

990EZ • Fiscal year 2016 • EIN 27-0351406

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

13333 Breakwater Path DriveHouston, TX 77044

(409) 351-6190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$4,010

No earlier filing loaded for comparison.

Net Assets

$4,010

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$82,483

No earlier filing loaded for comparison.

Expenses

$78,473

No earlier filing loaded for comparison.

Net Income

$4,010

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2016: $4,010Net Assets 2016: $4,0102016Assets 2017: $0Net Assets 2017: $27,2402017

Highlighted filing

2016

Assets$4,010
Liabilities-
Net Assets$4,010

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0Revenue 2016: $82,483Expenses 2016: $78,473Net Income 2016: $4,0102016Revenue 2017: $125,903Expenses 2017: $98,663Net Income 2017: $27,2402017

Highlighted filing

2016

Revenue$82,483
Expenses$78,473
Net Income$4,010
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$141,861
Mission and Program Overview

Mission

Fundraising and Support organization

Program Services

DescriptionGrantsExpenses
FALL FUNDRAISER$45,894$45,494
CARNIVAL-AUCTION$20,856$20,856
CARNIVAL (TICKETS/BANDS/SHIRTS)$18,280$18,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE LABANIPresidentPT$0--
SHANAVIA PORTISVice PresidentPT$0--
TIFFANY THOMPSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lakeshore Elementary PTO
EIN
27-0351406
Phone
4093516190
Address
13333 Breakwater Path Drive, Houston, TX 77044

Signing Officer

Name
Christie V Erickson
Title
Financial Consultant
Phone
4093516190
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Yellow Rose Audit and Financial Ser
Address
2020 Pebble Beach Dr, League City, TX 77573
Preparer
Christie V Erickson
Phone
7138194582
Supplemental Narrative

Additional Explanations

Pt V, Line 44D

This organization did not file form 720

Form 990EZ, Part I, Line 8

Library Books and author visit 500.

Form 990EZ, Part I, Line 8

Music/Plays 41.

Form 990EZ, Part I, Line 8

Carnival/auction 16.

Form 990EZ, Part I, Line 8

Bank fees 70.

Form 990EZ, Part I, Line 8

Office Supplies 52.

Form 990EZ, Part I, Line 8

Misc. Donations to school 5.

Form 990EZ, Part I, Line 8

Cash Box change 750.

Form 990EZ, Part I, Line 8

Staff/Teacher Appreciation 47.

Form 990EZ, Part I, Line 16

Celebration Fee 5069.

Form 990EZ, Part I, Line 16

Grade level supplements (2nd grade) 1105.

Form 990EZ, Part I, Line 16

Grade level supplements (4th grade) 210.

Form 990EZ, Part I, Line 16

Grade level supplements (kinder) 1406.

Form 990EZ, Part I, Line 16

Grade level supplements (PE) 1220.

Form 990EZ, Part I, Line 16

Library and author visits 2935.

Form 990EZ, Part I, Line 16

Grade level supplements (music) 1000.

Form 990EZ, Part I, Line 16

Grade level supplements (1st grade) 708.

Form 990EZ, Part I, Line 16

Misc. donations to school 758.

Form 990EZ, Part I, Line 16

Music/Plays expense 4015.

Form 990EZ, Part I, Line 16

Recess supplies 1801.

Form 990EZ, Part I, Line 16

STAAR snacks 743.

Form 990EZ, Part I, Line 16

Bank fees 848.

Form 990EZ, Part I, Line 16

Office supplies 356.

Form 990EZ, Part I, Line 16

Cash box change 750.

Form 990EZ, Part I, Line 16

Misc prior year 3366.

Form 990EZ, Part I, Line 16

My school directory 398.

Form 990EZ, Part I, Line 16

PTO Manager 288.

Form 990EZ, Part I, Line 16

Sales Tax 737.

Form 990EZ, Part I, Line 16

Watch DOGS program 860.

Form 990EZ, Part I, Line 16

Staff teacher appreciation 2125.

Form 990EZ, Part I, Line 16

Playground track 46701.

Raw XML Appendix190 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TIFFANY THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04098515688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013333 Breakwater Path Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077044
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09168
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04010
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04010
IRS990EZ/FundraisingGrossIncomeAmt0129670
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0141861
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01542
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04010
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04010
IRS990EZ/OccupancyRentUtltsAndMaintAmt0599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE LABANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANAVIA PORTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077399
IRS990EZ/OtherRevenueTotalAmt01481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fundraising and Support organization
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CARNIVAL-AUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FALL FUNDRAISER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CARNIVAL (TICKETS/BANDS/SHIRTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020856
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt145894
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt218280
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020856
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145494
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059378
IRS990EZ/SpecialEventsNetIncomeLossAmt070292
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078473
IRS990EZ/TotalProgramServiceExpensesAmt084630
IRS990EZ/TotalRevenueAmt082483
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050711
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt050711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050711
IRS990ScheduleA/Total509Grp/TotalAmt050711
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This organization did not file form 720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Library Books and author visit 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Music/Plays 41.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Carnival/auction 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc. Donations to school 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cash Box change 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff/Teacher Appreciation 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Celebration Fee 5069.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Grade level supplements (2nd grade) 1105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Grade level supplements (4th grade) 210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Grade level supplements (kinder) 1406.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Grade level supplements (PE) 1220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Library and author visits 2935.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Grade level supplements (music) 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Grade level supplements (1st grade) 708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Misc. donations to school 758.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Music/Plays expense 4015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Recess supplies 1801.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20STAAR snacks 743.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Bank fees 848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Office supplies 356.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Cash box change 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Misc prior year 3366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25My school directory 398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26PTO Manager 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Sales Tax 737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Watch DOGS program 860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Staff teacher appreciation 2125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Playground track 46701.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 44d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE V ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL CONSULTANT
ReturnHeader/BusinessOfficerGrp/PhoneNum04093516190
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeshore Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0270351406
ReturnHeader/Filer/PhoneNum04093516190
ReturnHeader/Filer/USAddress/AddressLine1Txt013333 Breakwater Path Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yellow Rose Audit and Financial Ser
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 Pebble Beach Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0League City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077573
ReturnHeader/PreparerPersonGrp/PhoneNum07138194582
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIE V ERICKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T18:35:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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